Artemis Clarke Ltd in Epsom is seeking a Wealth Management Administrator to support an IFA practice with first-class administration. This office-based role involves preparing financial planning reports, producing client letters, and liaising with product providers to obtain fees.
You will maintain client records, assist onboarding and annual reviews, and use MS Office to deliver organised service. Previous financial services experience is desirable.
#J-18808-LjbffrWealth Management Admin - Client Onboarding & Reports in Epsom employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
